docs(prd): integrate the second brain as the fleet's knowledge layer
The PARA Obsidian vault (arcodange/SecondBrain — git-synced, sb.py digest/inbox/gitea-ingest jobs on the hermes cron ticker, local Ornith model, mcp-obsidian access) enters the PRD as a first-class component: new T17 knowledge capture & retrieval fiche, knowledge-layer section in the architecture (ERP = book of record, vault = context + institutional memory, append-only idempotent deposits, trusted-but-stale retrieval), hermes/Ornith recognized as the resident M4 runtime (D2 leaning, new D7 cluster<->vault access decision), foundation ledger row, diagram + goals updated (mermaid revalidated, 231 links/anchors re-checked green). Co-Authored-By: Claude Fable 5 <[email protected]>
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Claude Fable 5
@@ -29,6 +29,7 @@ Every recurring admin/accounting task, with its mode opératoire. Steps carry th
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| [T14](#t14--backup--restore-verification) | Backup & restore verification | daily / monthly drill | CronJob live; restore manual | **A3** | cluster (no LLM) |
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| [T15](#t15--monthly-coherence-audit) | Monthly coherence audit | 1st of month | skills exist, composed by hand | **A3** | Claude |
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| [T16](#t16--document-filing--retention) | Document filing & retention | per document | ad-hoc | **A2** | M4 |
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| [T17](#t17--knowledge-capture--retrieval-second-brain) | Knowledge capture & retrieval (second brain) | per run + weekly | vault automation live (hermes cron); no fleet wiring | **A3** | M4 (hermes) |
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Backlog (not yet specified): [see bottom](#backlog--deferred).
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@@ -190,7 +191,7 @@ Backlog (not yet specified): [see bottom](#backlog--deferred).
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- **Trigger:** quarterly, plus event-driven (a `government-admin` mail announcing a change).
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- **Mode opératoire:**
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1. [AGENT] Targeted research pass over official sources (service-public, BOFiP, impots.gouv, URSSAF) scoped to the company profile: TVA regime mechanics, e-invoicing reform status (PDP list, formats, deadlines), thresholds that change obligations (CA3 monthly above 1 M€, IS rates, franchise thresholds).
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2. [AGENT] Emit a diff proposal against the fiscal-profile file + calendar (what changed, source links, effective dates).
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2. [AGENT] Emit a diff proposal against the fiscal-profile file + calendar (what changed, source links, effective dates); a short REX note of the change lands in the second brain ([T17](#t17--knowledge-capture--retrieval-second-brain)).
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3. [HUMAN] Reviews and merges the PR; disagreements go to the expert-comptable question list.
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- **Guardrails:** official sources only; every claim carries its source URL and effective date; the watch *proposes*, the human *adopts*.
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- **Today:** ad-hoc research inside Claude sessions (this PRD's regulatory table came from one).
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@@ -215,7 +216,7 @@ Backlog (not yet specified): [see bottom](#backlog--deferred).
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### T15 — Monthly coherence audit
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- **Trigger:** 1st of month (after T07 has converged).
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- **Mode opératoire:** [AGENT] compose the read skills into one audit pack: every invoice's payment state vs bank evidence, TVA bases vs invoice lines, thirdparty completeness, template health, credit-note consistency, GED attachment presence; attach the month's snapshot hash; archive the pack (git + GED); digest the exceptions only.
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- **Mode opératoire:** [AGENT] compose the read skills into one audit pack: every invoice's payment state vs bank evidence, TVA bases vs invoice lines, thirdparty completeness, template health, credit-note consistency, GED attachment presence; attach the month's snapshot hash; archive the pack (git + GED) and distill a summary note into the second brain ([T17](#t17--knowledge-capture--retrieval-second-brain)); digest the exceptions only.
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- **Guardrails:** read-only; exceptions route to the owning task's queue rather than being fixed inline.
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- **Today:** each check exists as a skill; composition is manual (the ad-hoc "cohort review" audit sessions run in Claude Code today). **Target: A3**; Claude tier.
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@@ -226,6 +227,20 @@ Backlog (not yet specified): [see bottom](#backlog--deferred).
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- **Guardrails:** originals are never modified or deleted; unresolvable documents go to a "to-file" queue, not a best-guess folder.
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- **Today:** ad-hoc. **Target: A2**; M4 tier (documents stay local until filed).
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### T17 — Knowledge capture & retrieval (second brain)
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- **Trigger:** after any significant run (audit pack, fiscal sheet, incident, decision); the existing weekly digest (Monday 08:00); on-demand retrieval before context-hungry tasks.
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- **Substrate:** the operator's second brain — a PARA Obsidian vault (`00-Inbox` … `06-Zettel`), git-synced to the forge ([arcodange/SecondBrain](https://gitea.arcodange.lab/arcodange/SecondBrain)), already automated by `.automation/sb.py` (weekly digest, inbox triage, daily prefill, idempotent Gitea→Inbox ingest) on the **hermes cron ticker**, and exposed to agents via `mcp-obsidian` (local REST API). See the [knowledge layer](agent-architecture.md#knowledge-layer--the-second-brain).
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- **Mode opératoire:**
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1. [AGENT] **Capture:** deposit distilled notes (audit-pack summary, fiscal decision, supplier REX, incident post-mortem) into `00-Inbox/` — or the matching `02-Areas/Admin` / `02-Areas/Arcodange-Ops` / `01-Projects/Clients/…` page — with idempotent frontmatter, the pattern the Gitea ingest already proves (re-runs never duplicate; human notes never clobbered).
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2. [AGENT] **Retrieval:** before context-hungry tasks ([T05](#t05--client-invoice-issuance) contract terms, [T06](#t06--receivables-watch--dunning) dunning tone/history, [T12](#t12--regulatory-watch) regulatory baseline), query the vault (dataview / `mcp-obsidian`) and carry retrieved facts *with their note dates*.
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3. [AGENT] The existing weekly digest weaves fleet notes alongside personal ones; nothing new to build there.
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4. [HUMAN] Files/links agent notes during the weekly PARA ritual (inbox → Projects/Areas/Resources); deleting a note is legitimate feedback, journaled.
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- **Outputs:** inbox/area notes; retrieval bundles for other atoms.
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- **Guardrails:** agents never edit human-authored notes in place (append/inbox only); the vault is **trusted-but-stale** context — the ERP is the book of record, and a note contradicting it (or older than its subject's last ERP change) triggers re-verification, not belief; vault content routes per the vault's own doctrine (Claude default · Mistral for well-defined tasks · Ornith/hermes local for the confidential).
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- **Today:** the vault side is live (digest Monday 08:00, Gitea ingest daily 07:00, daily note 07:05); the fleet side (deposits from runs, retrieval into pipelines) does not exist yet.
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- **Target:** **A3** (append-only inbox deposits are trivially reversible and human-curated weekly; retrieval is read-only); M4 tier via hermes.
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---
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## Backlog — deferred
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